Broker Forms & Resources
Clean files close faster. Use our standardized templates to package your deal submission, and run the numbers using our interactive calculators.
The AJS Deal Submission Checklist
A simple 1-page checklist showing exactly what documents we require to issue a formal term sheet (e.g., Purchase Contract, Corporate Docs, Photo ID).
Real Estate Owned (REO) Schedule
A clean spreadsheet for your borrower to list their current portfolio, existing mortgages, current values, and rental income to verify global cash flow.
Standardized Rehab Budget
Borrowers often submit messy, handwritten contractor quotes. Have your client fill out our standardized, trade-by-trade Excel budget to speed up our renovation underwriting.
Borrower Experience Form
A quick 1-page summary of the sponsor's last 3 completed flips or commercial projects.
Pre-Qualify the Deal
Run the napkin math before you submit the file to ensure the leverage and coverage ratios fit within our guidelines.
